EMGEX Mutual Fund

NAV$9.78

Returns Overview

1 Month
-3.83%
3 Months
+3.27%
6 Months
+8.07%
YTD
+13.72%
1 Year
+35.96%
3 Years (annualized)
+18.18%
5 Years (annualized)
+3.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMGEX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Markets Index
This Mutual Fund (YTD)
+13.72%
Peer Avg (YTD)
+23.08%
vs Peers
-9.35%

EMGEX Mutual Fund Performance

EMGEX performance across multiple time periods: 1-month -3.83%, YTD 13.72%, 1-year 35.96%, 3-year 18.18%, 5-year 3.76%.

EMGEX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

EMGEX performance comparison shows side-by-side returns with another fund. EMGEX alternatives are available in the Mutual Fund Screener.